2023-11-13T11:33:04-06:00 2022-12-31 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2022-01-01 311428462 SYCAMORE-ANDERSON SENIOR HOUSING INC II SYCA 5137822400 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 JAMES P STAHL DIRECTOR/VP OF FINANCE 5137822400 2023-11-10 1 JAMES STAHL 999009999 1 CASSIA J HARLEMAN P01086202 3178485700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CORBLY TRACESYCAMORE HOUSING JOHN S DATTILO 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 350047 0 X N/A X 1995 OH SYCAMORE-ANDERSON SENIOR HOUSING, INC. II, AN OHIO NOT-FOR-PROFIT CORPORATION WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 44 UNIT LOW-INCOME HOUSING APARTMENT COMMUNITY IN CINCINNATI, OHIO, KNOWN AS SYCAMORE HOUSING, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 OR SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED. 9 0 0 5 0 0 223874 189591 168787 156993 71 124 16471 3339 409203 350047 0 0 0 0 0 0 0 0 0 427514 441167 427514 441167 -18311 -91120 1454103 1364856 90854 92727 1363249 1272129 X SYCAMORE-ANDERSON SENIOR HOUSING, INC. II, AN OHIO NOT-FOR-PROFIT CORPORATION WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 44 UNIT LOW-INCOME HOUSING APARTMENT COMMUNITY IN CINCINNATI, OHIO, KNOWN AS SYCAMORE HOUSING, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 OR SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED. 0 0 346592 156993 SYCAMORE-ANDERSON SENIOR HOUSING, INC. II, AN OHIO NOT-FOR-PROFIT CORPORATION WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 44 UNIT LOW-INCOME HOUSING APARTMENT COMMUNITY IN CINCINNATI, OHIO, KNOWN AS SYCAMORE HOUSING, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 OR SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED. 346592 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X JULIE COX 5137822400 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 JAMES M FORMAL INITIAL PRESIDENT, CEO 1.00 40.00 X 0 626872 67901 JOHN S DATTILO PRESIDENT 0.20 40.00 X X 0 363620 37901 ROGER E WIEDEMAN II VICE PRESIDENT/TREASURER 0.20 40.00 X X 0 334250 35922 TIMOTHY MCGOWAN DIRECTOR 1.00 40.00 X 0 244945 24467 JAMES STAHL DIRECTOR/ VICE PRESIDENT OF FINANCE 1.00 40.00 X 0 198749 35172 ROGER D MILLER VICE CHAIRPERSON 0.20 0.80 X X 0 0 0 WENDY L MEREDITH SECRETARY 0.20 0.80 X X 0 0 0 JANE A SIEGEL DIRECTOR 0.20 0.80 X 0 0 0 JOHN C BLOOMSTROM DIRECTOR/INITIAL CHAIRMAN 0.20 0.80 X X 0 0 0 FRED ROBBINS DIRECTOR/ INITIAL FIRST VICE-CHAIRMAN 0.20 0.08 X X 0 0 0 KURT MARTY INITIAL TREASURER 0.20 0.80 X X 0 0 0 MARILYN HOSKINS INITIAL SECOND VICE-CHAIRMAN 0.20 0.80 X X 0 0 0 DAVID ZUIDEMA INITIAL SECRETARY 0.20 0.80 X X 0 0 0 0 1768436 201363 0 0 1 0 0 187832 1759 189591 INCOME - RENTAL POTENT 531110 156993 156993 156993 124 124 LAUNDRY & VENDING 531110 3339 3339 3339 350047 156993 0 3463 26291 26291 10015 10015 2400 2400 18902 18902 215123 215123 1640 1640 76542 76542 MGMT CO. EMPLOYEE CHARG 56658 22335 34323 SERVICE COORDINATOR EXP 32567 32567 WORKMANS COMPENSATION 1004 1004 BAD DEBTS 25 25 441167 346592 94575 0 10591 3908 6800 446 7660 3676 2864430 1669897 1259510 1194533 104417 95472 19367 18090 45758 48731 1454103 1364856 19822 19845 71032 72882 90854 92727 X -1121551 -1212671 2484800 2484800 1363249 1272129 1454103 1364856 -91120 0 X X 0 1 X 1 1 1 X 203665 204301 219363 223874 189591 1040794 171264 182956 164578 177626 156993 853417 374929 387257 383941 401500 346584 1894211 0 0 0 1894211 55 125 80 71 124 455 55 125 80 71 124 455 2912 3737 4837 7632 3339 22457 377896 391119 388858 409203 350047 1917123 0.98800 0.98820 0.00020 0.00020 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141000 141000 2449315 1502319 946996 41869 32283 9586 232246 135295 96951 1194533 REPLACEMENT RESERVE 82562 C RESIDUAL RECEIPTS 12910 C 95472 ACCRUED PROPERTY TAXES 56201 TENANT SECURITY DEPOSITS 14775 RESIDUAL RECEIPTS AVAILABLE FOR RECAPTURE 1906 72882 X 350047 0 350047 0 350047 445632 5742 5742 439890 1277 1277 441167 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX, AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY. PART XII, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION EXPENSE DIFFERENCE 5,742. PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX AMORTIZATION EXPENSE DIFFERENCE 1,277. 0 0 0 0 0 0 0 0 0 JAMES M FORMAL INITIAL PRESIDENT, CEO 0 168500 0 170000 0 288372 0 44150 0 23751 0 694773 0 0 JOHN S DATTILO PRESIDENT 0 323620 0 40000 0 0 0 16957 0 20944 0 401521 0 0 ROGER E WIEDEMAN II VICE PRESIDENT/TREASURER 0 299250 0 35000 0 0 0 15282 0 20640 0 370172 0 0 TIMOTHY MCGOWAN DIRECTOR 0 187022 0 35000 0 22923 0 7162 0 17305 0 269412 0 0 JAMES STAHL DIRECTOR/ VICE PRESIDENT OF FINANCE 0 129520 0 40000 0 29229 0 20896 0 14276 0 233921 0 0 ALL TRANSACTIONS ARE BELOW MINIMUM 0 FORM 990, PART VI, SECTION A, LINE 3 SYCAMORE-ANDERSON SENIOR HOUSING INC II IS MANAGED BY MAPLE KNOLL COMMUNITIES, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. MAPLE KNOLL COMMUNITIES HAS A PROJECT OWNER'S AND MANAGEMENT AGENT'S CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION, HUD HAS APPROVED MAPLE KNOLL COMMUNITIES TO MANAGE THE SYCAMORE-ANDERSON SENIOR HOUSING INC, II APARTMENT COMMUNITY. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. ALL OF THE OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII ARE COMPENSATED BY MAPLE KNOLL COMMUNITIES OR BHI SENIOR LIVING, INC. THEIR COMPENSATION IS LISTED IN PART VII. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITING FIRM SENDS A DRAFT OF THE RETURN TO THE MANAGEMENT COMPANY. THE MANAGEMENT COMPANY FORWARDS A COPY OF THE RETURN TO EACH BOARD MEMBER FOR THEIR COMMENTS PRIOR TO FILING. FORM 990 IS ALSO SUBMITTED TO THE CFO FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED AT THE ANNUAL BOARD MEETING. THERE IS ALSO A "HOTLINE" THAT IS RESPONDED TO BY THE CORPORATE COMPLIANCE COMMITTEE. THAT COMMITTEE INVESTIGATES ALL CLAIMS AND REPORTS THOSE RESULTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECOMMENDS THE LEVEL OF COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. OUTSIDE COUNSEL IS CONSULTED UPON INITIAL HIRING ON THE REASONABLENESS OF THE COMPENSATION PACKAGE. THE CHIEF EXECUTIVE OFFICER THEN SETS THE COMPENSATION LEVELS OF THE OFFICERS, FOLLOWING PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART XII, LINE 2C THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM. MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310544277 HOUSING/HEALTHCARE/COMMUNITY SERVICES FOR ELDERLY OH 501(C)(3) 9 0 MKV INC 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310914017 LOW INCOME HOUSING-ELDERLY OH 501(C)(3) 9 0 SYCAMORE ANDERSON SENIOR HOUSING INC DBA FLORA GARDENS 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 311209103 LOW INCOME HOUSING-ELDERLY OH 501(C)(3) 9 0 BHI SENIOR LIVING INC 8330 ALLISON POINTE TRAIL SUITE 300 INDIANAPOLIS IN 46250 350931432 SENIOR ASSISTED LIVING IN 501(C)(3) 10 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 SCHEDULE R, PART V, LINE 1O: MAPLE KNOLL COMMUNITIES IS THE MANAGEMENT COMPANY AND EMPLOYS THE INDIVIDUALS WHO WORK AT THE PROJECT. SYCAMORE-ANDERSON SENIOR HOUSING II, INC. REIMBURSES MAPLE KNOLL COMMUNITIES FOR THE EMPLOYEE'S SALARIES AND OTHER COSTS ASSOCIATED WITH THEIR EMPLOYMENT.